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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,279 | $63,703+79.4% | $93,063+22.8% | $82,448+38.6% |
| Participation rate | 68.0% | 63.8%+4.2pp | 72.1%-4.1pp | 68.1%-0.1pp |
| Annual return | 7.88% | -775.43%+783.3pp | 34.15%-26.3pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,391 | $2,919+50.4% | $3,958+10.9% | $4,139+6.1% |
| Admin fee / account holder | $18,196 | $5,982+204.2% | $6,033+201.6% | $7,234+151.5% |